Don't just chase your dreams
Choose to work with Rick David and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
Pull up a chair, and let us tell you our story.
25 January, 2023
Important Facts You'll Want to Know Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about... Read more
17 January, 2023
Here is a summary of all the important dates in 2023 to diarize in your annual financial planning calendar. This guide will help you... Read more
14 December, 2022
The holiday season marks the point in the calendar where I start to think about my "what to expect next year" piece. It is a time for... Read more
"Rick has been awesome! Knowledgeable and helpful; and has helped answer some difficult questions for me at my convenience. Nice guy too!" - Allison, from BC
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